Tokens lastreados em ouro superam US$ 3 bilhões em valor total - novo marco para criptoativos

Ativos digitais com lastro em ouro atingem patamar histórico enquanto investidores buscam proteção contra volatilidade.

O rombo de US$ 3 bilhões

Tokens lastreados em ouro finalmente quebraram a barreira psicológica dos US$ 3 bilhões em valorização combinada - porque nada diz 'confiança no sistema' como precisar de metal amarelo físico para validar seu dinheiro digital.

O paradoxo dourado

Investidores estão abraçando o conceito híbrido: toda a eficiência blockchain com a segurança reconfortante de barras de ouro em cofres - como se o século XXI precisasse de uma muleta do século XVII.

Fuga para o concreto

Enquanto criptomoedas puras enfrentam volatilidade, esses tokens oferecem estabilidade artificial - porque quem precisa de descentralização real quando você pode ter certificados digitais de metal em depósitos?

O futuro chegou vestindo colete à prova de balas

Mercados globais adotam essa solução intermediária, provando que mesmo na vanguarda tecnológica, velhos hábitos - e metais preciosos - nunca saem realmente de moda.

Investors load into tokenized gold as fiat weakens

The rally is part of what analysts call the debasement trade. Since the start of the year, gold has gained 54%, outpacing Bitcoin’s 31% climb. Tom Bailey, head of research at HANetf, said, “Gold is on track for its strongest annual performance since 1979. Mounting fiscal strains across developed economies are raising questions about long-term debt sustainability.”

Bailey was pointing to the value erosion in currencies such as the US dollar. Governments have expanded deficits and printed more money, while inflation has run above target levels. That has led investors to buy gold and Bitcoin, assets seen as a safer way to protect wealth.

Political events have also added fuel. The election of Sanae Takaichi as Japan’s prime minister boosted the trend. She supports more public spending and tax cuts, a policy mix seen as negative for the yen. Investors are betting those steps will weaken Japan’s currency and push more demand toward gold and Bitcoin.

Gold rally brings tokenization into focus

The record-breaking price run is encouraging both traditional and crypto investors to look at gold in new ways. Timo Lehes, co-founder of Swarm, said, “Every new all-time high brings renewed interest to an asset and gold’s breakout is no exception. We’re seeing clear momentum toward real-world assets becoming a backbone of onchain finance.”

One of the key features of tokenized gold is its use in decentralized finance. Holders can deploy it on networks such as Ethereum, giving the commodity more utility beyond storage. Even with this expansion, the market for tokenized gold remains small compared to traditional investment vehicles. Gold ETFs still dominate, holding $461 billion in assets this year, and recording inflows of $64 billion, figures released by the World Gold Council show.

The trend has also been tied to wider economic fears. Javier Rodriguez-Alarcón, chief investment officer at XBTO and a former BlackRock and JPMorgan executive, said the so-called debasement trade has made crypto products clear winners. The recent government shutdown reignited concerns about fiat stability, sending money toward both Bitcoin and tokenized precious metals.

Meanwhile, Bitcoin set a new all-time high this week, briefly touching $126,200 before pulling back near $123,200. The crypto has added about 30% year-to-date. But the Bitcoin-to-gold ratio now sits at 31.6, down from above 40 in December 2024, showing that gold has been the stronger performer in recent months.

Equity markets have also rallied at the same time. The S&P 500 reached 6,753 points, setting a fresh record even as alternative assets climbed.

Tokenized gold products remain unique. Each token is backed by physical gold held in secure vaults, while giving investors the portability and divisibility of crypto. The model combines the characteristics of a commodity that has stood the test of time with the technology powering today’s markets.

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